Knowledge You Can Rely On
We’ve sourced a team of professionals with differing perspectives and skill sets, including in-house CFPs, CFAs, and an estate attorney. We apply our breadth of experience and specialized knowledge to advocate for you in every area that affects your financial life.
Teamwork Driven Results
You have big dreams. We have a big team dedicated to supporting you in that pursuit. In practice, this looks like us sitting down as a team to review your entire financial picture annually, so we can help move you within reach of those dreams.
CCR Wealth’s Big-Picture Capabilities
If it affects your finances, it affects your life. We’ve built a one-stop shop where you can find goal-centered solutions for the full spectrum of your financial concerns.
About Our Team
We’ve curated a team of professionals with varying specialties, enabling us to help you seamlessly pursue each of your goals. From in-house advisors, to CFPs, CFAs accredited investment fiduciaries, and more, our team does it all.
About You
Whether you’re a young professional looking to pay off student loans, a business owner seeking prudent advice, or a pre-retiree looking to maximize your income potential, CCR is for you. We’ll serve you diligently throughout every life stage.
About Our Process
We take a deliberate, personalized approach to financial planning. Although we boast a big team, you won’t get lost in the shuffle. Continuous communication and intensive, cyclical reviews of your complete financial picture help you stay the course with confidence.
Stability You Can Trust
Our team members have been with us for an average of almost ten years, and many of our clients have been with us for just as long. Through all of life’s ups and downs, we’ll be here for you. And you can count on it.
Everything You Need. Right Here.
CCR Wealth offers a wide range of services, aiming to serve as your one-stop shop for all your financial concerns.
Pick and choose the services you need for your unique situation and plan.
For Advisors: Expand Your Practice
Joining our network of advisors provides you with the best of both worlds: the independence to build your own practice and solutions for your clients, while also being a member of the CCR team with access to all of our extensive resources and support.
Have a Question?
Let's Talk.
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
Check Out the Latest CCR Insights
CCR Wealth’s team of experts works together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
Choosing the Best Debt Repayment Strategy
Tackling debt can be overwhelming, but there are two proven methods for success: avalanche and snowball. Ready to take control of your finances?
The Power of Compound Interest: A Key to Building Wealth
Understanding compound interest is crucial for financial success. Don’t miss out on this key concept for building wealth!
Protect Against a Scorching Market
The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.
Annual Reviews
It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.
Leaving a Legacy Saving for Your Family’s Financial Future
Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.
July 2024 Market Outlook
A look into the current state of the market as of July 2024.
401(K) Vs. IRA: What You Should Know
Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.
New Opportunities for LGBTQ+ Business Owners
Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.
Don’t Delay an Important Discussion
If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.
Real Financial Issues in the LGBTQ+ Community
Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.